-18.8%
UNH vs MSFU
+70.7%
-89.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.9% |
| 7D | -1.7% | -2.3% | +0.7% | -1.6% |
| 30D | -3.8% | -6.3% | +2.4% | -3.7% |
| 3M | -4.3% | +40.0% | -44.2% | -5.8% |
| 6M | +38.6% | +30.1% | +8.5% | +36.4% |
| YTD | +20.7% | -10.3% | +31.0% | +19.7% |
| 1Y | +16.0% | -19.0% | +35.0% | +15.6% |
| 3Y | -13.5% | +25.8% | -39.3% | -19.0% |
| All | -18.8% | +70.7% | -89.5% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSFU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling